Filed September 26, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2575734 | Advisory (Plan) | $62,178 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,094 | $51,620+55.2% | $90,281-11.3% | $65,185+22.9% |
| Participation rate | 98.1% | 68.6%+29.5pp | 73.3%+24.9pp | 70.2%+27.9pp |
| Annual return | 23.09% | 24.94%-1.8pp | 78.10%-55.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,690 | $2,235+20.4% | $2,854-5.8% | $2,177+23.6% |
| Participant deferral / active EE | $6,235 | $2,871+117.2% | $3,885+60.5% | $3,514+77.4% |
| Admin fee / account holder | $371 | $384-3.3% | $5,351-93.1% | $847-56.2% |